Vaca Tax and Financial Group
Vaca Tax and Financial Group

Vaca Tax and Financial Group

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Introduction: Tax Services The piece of your financial puzzle called "taxes" permeates every area of your financial life. All of our tax experts can either give you advice in the following areas, or they can guide you in the right direction. Filing your tax return - We work to help you pay the lowest tax allowable and use all the tax breaks available. Planning for future taxes - Are you thinking about selling your rental property, wondering how retirement income will change your picture, selling investments, or making other changes that affect your income? We can project into the future and figure an estimated tax for you so you know how to prepare. After-death taxes - Will you be affected by estate taxes? We can help you find ways to reduce estate taxes and file the estate tax returns for you. Small business concerns - Are you starting a small business, or do you already have a successful business? Ask us for tax saving ideas. Financial Services These services sometimes are overlooked by many people, but it may be one of the most important services for a financial freedom. Investment Services: Do you need help starting? Do you know if an IRA or Roth IRA is better for you? Our financial advisors can help answer all your questions. Asset Allocation: Should I keep my money in the bank? Should I invest in bonds or stocks? Is my portfolio too risky? Our repetitive process focuses on the following: * Reducing your overall investment risk * Monitoring your investments in a regular basis so you do not have to * Review possible new markets for your money to work for you
Overview

Hired 137 times

Background checked

4 employees

13 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Social media

Facebook, Instagram

Top pro status

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2017

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2018

Featured Projects

7 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Very good 4.6

68 reviews

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87%
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Read reviews that mention:


pro avatar
Tyler K.
Apr 16, 2015
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Hired on Thumbtack

Hired on Thumbtack

Well my only complaint would be the speed of communication, but really being an account at tax time, I don't even want to know how many hours he put in. All I know is in the end I have a few thousand dollars more, for paying not much more than turbo tax or something. I would recommend David to anyone of my friends or family.
Individual Tax Preparation
pro avatar
Timothy L.
Feb 19, 2016
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Hired on Thumbtack

Hired on Thumbtack

Great tax preparer, really knew what he was doing, he will be my new accountant from now on. Found me a bunch of savings. Really a nice guy didn't try to rush things and a reasonable rate
Individual Tax Preparation
pro avatar
Cory J.
Dec 21, 2022
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Hired on Thumbtack

Hired on Thumbtack

David was very helpful and I look forward to working with him in the future.
Accounting
pro avatar
Victor L.
Jan 28, 2022
David is not your typical tax person, he’s more like a friend so he’ll always try to do what’s best for you. I would recommend him to anyone, he’s the real deal!
pro avatar
Taylor L.
Jan 22, 2022
David is willing to thoroughly walk you through any questions you have. He has helped us with our taxes, insurance, mortgage lender, and even connected us with our realtor. I would recommend Vaca Tax and Financial Group to my family and friends.
Credentials
Background Check

David Vaca

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